+822.6%
VOO vs HL
+269.2%
+553.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +0.5% | +7.1% | -6.5% | -0.1% |
| 30D | -0.9% | +21.4% | -22.4% | -2.8% |
| 3M | +3.9% | +37.4% | -33.5% | +0.5% |
| 6M | +14.5% | +0.4% | +14.1% | +13.5% |
| YTD | +13.0% | +6.7% | +6.3% | +10.5% |
| 1Y | +19.4% | +102.4% | -82.9% | +9.5% |
| 3Y | +78.9% | +417.4% | -338.5% | +46.6% |
| 5Y | +82.3% | +243.3% | -161.0% | +51.4% |
| 10Y | +314.2% | +242.6% | +71.7% | +215.3% |
| All | +822.6% | +269.2% | +553.4% | +529.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling